History & Mission
100 Years of Trusted Financial Services
Riordan Kruisheer Byrne-Jones (rkbj) was established in 1987 and has over 100 years of collective senior accounting experience. For over two decades, our business has been the cornerstone of wealth management in Victoria. As a family-run business, we take pride in building long-lasting relationships with our customers and helping them navigate the complexities of wealth management.
Our mission from the start is to inform and empower individuals with the right financial strategies to aid them in maintaining and expanding their wealth while securing a comfortable future. Whether you want to optimise your tax position, plan retirement or safeguard your assets — rkbj is committed to delivering lasting results and solutions that are tailored to our specific needs.
Riordan Kruisheer Byrne-Jones
Our Values
Transparency
We are not an ordinary company; we are a legacy. We have achieved a high level of trust from our clients by using transparency when making decisions. Whether we are refining their financial goals or offering improvements and alternatives related to their wealth management plans – we share all details openly. This ensures that we all are on the same page and can continue the financial journey with full confidence in each other.
Professionalism
Our clients are valuable to us; that’s why we believe in providing the highest quality of service and ensuring all of their wealth management needs are being met with our personalised accounting and financial planning services. Clients can rest assured that we handle all cases with precision and care.
Collaboration
We foster a team-oriented approach when dealing with each case that we encounter. By combining diverse expertise, we are able to create a strategy that is truly unique and takes care of various aspects of the financial landscape, which results in achieving monetary goals.
OUR TEAM
Our Experienced Financial Advisors
For more details on their background, areas of expertise, fees, and licensing agreements, click here.
Access our Financial Services Guide here.
Our Expertise
Riordan Kruisheer Byrne-Jones
Accounting Services
We provide expert accounting services to streamline your financials.
- Individual Tax Returns
- Complex Trust and Corporate Business Structures
- Small and Medium Business Tax Returns
- Business Solutions and Advice
Riordan Kruisheer Byrne-Jones
Financial Planning Services
We allow you to achieve your monetary goals and secure a prosperous future.
- Set and Achieve Financial Goals
- Experts in Retirement Planning – Income and Capital Longevity
- Tax Minimisation
- Estate Planning
- Risk Management
- Centrelink
Reach out to our consultants today and learn how we at rkbj can help you reach your goals faster.